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DONG DONG
Wednesday, March 17, 2010
Shipping
Sembmar - revenue of 5billion a year, 5.5billion order book till early 2012, pe 11.8 at 4.00, revenue come from asia, europe, rig building
kepcorp - revenue of 12billion a year(8billion from marine, 2bill infra, 2 bill props), 5.6billion order book, pe 12+ at 9.00
aslmarine - revenue of 170mio a yr, 382orderbook, just enough to keep it going
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